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Get started with Personalization

  • By Optimizely Education
  • Published: Sep 12, 2024
  • Duration 1h
  • Difficulty Beginner
  • Rating
    Average rating: 0 No reviews

Outline

Welcome!

If you want to learn about Personalization, what it is, how to create and run personalization campaigns and how you can read and compare your results—you're in the right place.

Optimizely Personalization works with Optimizely Web Experimentation to let you experiment with website designs and tailor experiences to specific audiences simultaneously. Check out our Get started with Web Experimentation Learning path as well as any Get started with Personalization Documentation if you haven't already.

Objectives

After consuming this content, you should be able to:

  1. Describe how Personalization works
  2. Create audiences and define metrics
  3. Create and run Personalization Campaigns
  4. Read and compare results

What does Personalization help me achieve?

Optimizely Personalization lets you deliver targeted experiences to different visitors based on their behaviors in real time so you can create a visitor experience that feels unique and relevant, increases conversions, and drives engagement.

Check the following link to learn the basics of Optimizely Personalization.

Key Capabilities

  • Personalized campaigns: Deliver personalized experiences to different visitors of your site based on in-session behavior.
  • Visual experience builder: Create personalized experiences and preview exactly what they’ll look like for your audiences.
  • Customer profiles: Get rich insight into customer behavior, interests, and more with customer profiles.
  • Real-time segments: Create or use pre-built real-time audience segments to reach customers in 90 seconds or less.
  • Behavioral targeting: Target visitors based on how they behave on your site and interact with your content.
  • Adaptive audiences: Predict the intent of your visitors and match them with dynamic audience segments.
  • Optimizely Data Platform (ODP) CDP audience sync: Bring data and segments from a third-party CDP into Optimizely Data Platform to build real-time segments for personalization.
  • Dynamic customer profiles: Connect Optimizely Personalization to your data sources to create personalized experiences based on customer data.
  • Custom reports: Slice-and-dice your personalization data however you like by bringing it into Optimizely Data Platform (ODP).
  • Campaigns results page: Get a breakdown of each personalized experience to understand ROI.
  • Product and content recommendations: Automate personalized product and content recommendations to each visitor across multiple channels, in real-time.

Create audiences

Watch this demo video to learn how to create audiences and how to define metrics.

Create and run campaigns

Watch this demo video to learn how to create and run a personalization campaign.

Try it

Click the following link to tour creating a Personalization campaign.

Read and compare your results

The Campaign Results page lets you track campaign performance, examine different experiences and audiences for a detailed view of visitor behavior, and take action. Watch this demo video to learn how to read and compare your results.

Learn more, do more

What's next?

  1. Your learning progress for this page is now marked 'Complete', but you can return at any time to review the materials.
  2. Rate this page and let us know what you liked about it, and what we can do to improve it.